SeeBITDAOklahoma

Alliance Insurance And Consulting

  • 425 W Wilshire Blvd Ste C, Oklahoma City, OK
  • Since 2009
Estimated valueLow confidence
$1.1M
$411Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$806K
a year
Profit (EBITDA)
$310K
38% of revenue
Employees
—
not reported
Matt Jantzen
President - Consulting · source
Unlikely to sell soon

How we got $1.1M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$806K
Revenue$806K
× 38% profit margin$310K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Unlikely to sell soon

  • In business 17 years (since 2009)

From public records and the company's website, not a statement that it's for sale.

What they do

Alliance Insurance & Consulting is a consulting firm that specializes in health insurance and Medicare planning, serving individuals, families, seniors, and employers. It says it does not receive commissions or incentives from insurance companies.

Products & services
MedicareHealth InsuranceEmployee ConsultingEmployee Premium SubsidiesMedicare Strategy SessionStrategy SessionClient Resource Center
Markets served
Seniors (Turning 65)Medicare Eligible EmployeesRetiring EmployeesIndividuals & FamiliesEmployeesEmployersAdvisors & Agents

From the company's website. Industry: Insurance agencies.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Alliance Insurance And Consulting
this business
$806K$310K—
WESTERN CLAIMS, INC.
Oklahoma City · 10 employees
$3.2M$942K0.0 mi
ASSET SERVICING GROUP, LLC
Oklahoma City · 11 employees
$5.8M$1.4M0.0 mi
Flynt Insurance group
Nichols Hills
$806K$310K0.5 mi
FIVE RINGS OKC, LLC
Oklahoma City · 1 employees
$381K$146K0.5 mi
SHELTON INSURANCE & FINANCIAL SERVICES, INC
Oklahoma City · 4 employees
$920K$302K0.5 mi
American Fidelity Assurance Company
Oklahoma City
$806K$310K0.6 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.1M
Multiple for this size and industry3.6×
Value range$411K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$371K – $1.0M
EBITDA range$143K – $387K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Founded 2009 by Matt Jantzen
“He founded Alliance Health Insurance Agency in 2009.”

Leadership

  • MS
    Matt Spangler
    PRESIDENT - OPERATIONS · Company website · source
  • SL
    Susan Lough
    VICE PRESIDENT - ADMINISTRATION · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Alliance Insurance And Consulting

Alliance Insurance And Consulting is an insurance agencies company in Oklahoma City, Oklahoma, in business since 2009. It is owned by Matt Jantzen (President - Consulting). Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).

Common questions

Who owns Alliance Insurance And Consulting?
Alliance Insurance And Consulting is owned by Matt Jantzen (President - Consulting), according to public sources such as the company's website or filings.
How much revenue does Alliance Insurance And Consulting make?
SeeBITDA estimates Alliance Insurance And Consulting's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Alliance Insurance And Consulting worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
When was Alliance Insurance And Consulting founded?
Alliance Insurance And Consulting has been in business since 2009.